Valuation Update With 7 Day Price Move • Jul 03
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €21.05, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 18x in the Software industry in Germany. Total loss to shareholders of 7.8% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.44 per share. Upcoming Dividend • Jun 15
Upcoming dividend of €0.36 per share Eligible shareholders must have bought the stock before 22 June 2026. Payment date: 24 June 2026. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.8%). Duyuru • Jun 12
Planisware Unveils Latest AI Innovations At Exchange26 EMEA Conference Planisware unveiled its latest AI innovations at Exchange26 EMEA, its annual event held in Paris. One of the highlights of Exchange26 EMEA was the presentation of Prisma, Planisware’s new hybrid AI agent. Prisma is designed to help businesses manage their projects portfolios and resources, and is a reasoning agent automating tasks, supporting decision-making and improving operational efficiency. Prisma is fully embedded into the Planisware environment, and leverages organization specific data and business context, analyses situations, makes recommendations and, under the user's control, updates the data and executes processes completely. Prisma combines the power of large language models with a governed, user-controlled and auditable reasoning execution layer. It enables teams to generate deliverables, interact with Planisware data and processes, and carry out operational tasks while keeping actions within a secure enterprise framework. Planisware also presented the latest developments across its existing solutions: Planisware Enterprise, its advanced solution for large organizations, offering extensive capabilities for portfolio management, governance, planning and project execution at enterprise scale; Planisware Orchestra, its turnkey cloud solution for small and medium-sized organizations, with new functionalities designed to accelerate adoption, improve collaboration and strengthen project and resource management. Declared Dividend • May 29
Dividend increased to €0.36 Dividend of €0.36 is 16% higher than last year. Ex-date: 22nd June 2026 Payment date: 24th June 2026 Dividend yield will be 1.9%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (40% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Board Change • May 20
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Duyuru • Apr 17
Planisware SAS Confirms Earnings Guidance for 2026 Planisware SAS confirmed earnings guidance for 2026. For the period, the company confirmed objectives: Low double-digit revenue growth in constant currencies. Duyuru • Feb 26
Planisware Sas Proposes Dividend for the Year 2025 Planisware SAS proposed €0.36 dividend per share, +16.1% year-on-year, representing a 50% pay-out for 2025. Duyuru • Oct 22
Planisware SAS, Annual General Meeting, Jun 17, 2026 Planisware SAS, Annual General Meeting, Jun 17, 2026. Duyuru • May 13
Planisware SAS announces Annual dividend, payable on June 24, 2025 Planisware SAS announced Annual dividend of EUR 0.3000 per share payable on June 24, 2025, ex-date on June 20, 2025 and record date on June 23, 2025. Duyuru • Mar 02
Planisware SAS, Annual General Meeting, Jun 09, 2025 Planisware SAS, Annual General Meeting, Jun 09, 2025. Duyuru • Feb 28
Planisware Proposes Dividend for the Year 2024 Planisware announced subject to the approval of the Annual General Meeting of the Company’s shareholders and effective approbation of 2024 consolidated financial statements by the Board of directors, and in line with its historical dividend distribution, the group will pay a dividend representing 50% of its profit for the period. This would represent €21.4 million or €0.31 per share. Duyuru • Feb 27
Planisware SAS to Report First Half, 2025 Results on Jul 31, 2025 Planisware SAS announced that they will report first half, 2025 results on Jul 31, 2025 Buy Or Sell Opportunity • Nov 13
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 22% to €22.40. The fair value is estimated to be €28.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Valuation Update With 7 Day Price Move • Nov 01
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €22.00, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 19x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €29.22 per share. Buy Or Sell Opportunity • Oct 28
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.4% to €23.00. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 6.1%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Duyuru • Oct 23
Planisware SAS to Report Fiscal Year 2024 Results on Feb 27, 2025 Planisware SAS announced that they will report fiscal year 2024 results on Feb 27, 2025 Reported Earnings • Oct 11
First half 2024 earnings released First half 2024 results: EPS: €0.23. Net income: €16.0m (up €16.0m from 1H 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Buy Or Sell Opportunity • Aug 27
Now 21% undervalued Over the last 90 days, the stock has risen 16% to €28.40. The fair value is estimated to be €35.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. New Risk • Aug 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Jul 24
Now 21% undervalued Over the last 90 days, the stock has risen 25% to €25.20. The fair value is estimated to be €31.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Buy Or Sell Opportunity • Jul 01
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €26.04. The fair value is estimated to be €32.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Buy Or Sell Opportunity • Jun 26
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €24.84. The fair value is estimated to be €31.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Buy Or Sell Opportunity • May 30
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €24.11. The fair value is estimated to be €30.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period. Duyuru • May 22
Planisware SAS to Report First Half, 2024 Results on Jul 30, 2024 Planisware SAS announced that they will report first half, 2024 results on Jul 30, 2024 Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €22.87, the stock trades at a trailing P/E ratio of 38.5x. Average trailing P/E is 23x in the Software industry in Germany. Reported Earnings • Apr 22
Full year 2023 earnings released: EPS: €0.60 (vs €0.46 in FY 2022) Full year 2023 results: EPS: €0.60 (up from €0.46 in FY 2022). Revenue: €156.4m (up 18% from FY 2022). Net income: €41.8m (up 33% from FY 2022). Profit margin: 27% (up from 24% in FY 2022). The increase in margin was driven by higher revenue. Board Change • Apr 22
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.